+260.0%
SNDK vs CART
+54.8%
+205.2%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CART | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.7% | +0.7% | +13.0% | +13.8% |
| 7D | -5.8% | -0.6% | -5.2% | -6.0% |
| 30D | -34.3% | +23.1% | -57.3% | -31.7% |
| 3M | -23.1% | +19.2% | -42.3% | -20.1% |
| 6M | -36.8% | +45.7% | -82.5% | -32.8% |
| YTD | +311.9% | +30.9% | +281.0% | +335.0% |
| 1Y | +260.0% | +50.2% | +209.8% | +286.7% |
| All | +260.0% | +54.8% | +205.2% | +286.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CART.
Daily Out/Under-Performance
Portfolio return minus CART return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CART return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded CART wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling